Discover 3 key risks in AI Infrastructure 2026. Includes market sizing data and vendor comparisons. Read the full outlook.
Excerpt
Market Overview
The global AI infrastructure market is entering a decisive phase of structural transformation between 2025 and 2030. What began as an experimental, training-focused ecosystem has evolved into an industrial-scale market centered on inference, deployment, and operational efficiency. AI infrastructure is no longer a supporting layer of enterprise IT. It is now a foundational capability that directly influences competitiveness, scalability, and long-term enterprise value.
At the core of this transition is the emergence of the compute–energy nexus, where access to reliable power and cooling has become as strategically important as access to advanced silicon. Infrastructure planning is no longer governed primarily by capital availability. Instead, grid capacity, energy density, and time-to-connection increasingly dictate where and how AI systems can be deployed.
Market sizing estimates vary depending on scope definition. Narrow, hardware-focused estimates place the 2025 market at approximately US$87.6 billion, while broader definitions that include software and services value the market at up to US
82 billion. By 2030, forecasts range from US
97.6 billion to US$499 billion, reflecting compound annual growth rates between 17.7 percent and 29.1 percent. These growth rates significantly exceed those of the broader IT sector.